It all started when…
Philip Dancy joined one of the top investment banking firms upon graduating from Hampton University in 2017. After starting his career in New York City and getting his first check, he understood that this “adulting” life wasn’t going to be simple. However, the one thing he knew he had to do was create a budget for himself. Through a period of trial and error, Philip was able to establish a solid foundation. This led to Philip reaching a point where he was comfortable and on a trajectory towards financial freedom.
Through several conversations, Philip understood that there was a disconnect between individuals and saving for the future. The disconnect occurred because people were not able to visualize their financial future given their current circumstance (i.e. credit card debt, student loans, living their best life and FOMO). As a result, Dancy With Money was created to help others on their journey to financial freedom. So far, Philip has:
Coached clients in nine different states including North Carolina, Connecticut and New York rendering a combined client savings of $60,000 and consumer debt payoff of approximately $50,000,
Delivered 20+ blog posts ranging from budgeting, strategically using credit cards, and financial journey spotlights on various individuals,
Featured on the Optimal Finance Daily podcast, and
Partnered with a non-profit to provide financial education to underserved communities in NYC.
Philip’s main goal is to help young professionals (but ultimately everyone) establish a strong financial foundation through one-on-one coaching and providing articles on various financial topics all while helping them turn steps into strides.